At My Wealth Private, we understand that wealth management is not just about making money, it’s about preserving and growing it for generations to come. That’s why we offer a comprehensive range of advisory services specifically designed to meet the unique financial needs of your family and your business.

Our team of experienced professionals have the expertise to develop customised financial strategies that help our clients achieve their business or family wealth objectives while aiming to maximise tax efficiency. Our accounting experts work closely with our team of financial advisors, so for those who choose both services, we are able to provide complete and integrated financial plans that help you get where you want to go. 

1. Business Advisory: we are a business advisory, providing specialised financial services to family businesses, small business owners and larger companies or organisations. 

2. Accountants: we serve families and businesses with complex accounting needs or handle large incomes or family wealth.

3. Families & Family Trusts: we are a private advisory, helping you make decisions about your finances confidently and ensuring that you, personally and in your business, grow and flourish financially. 

Visit our website for a more detailed break down on our services and what we do.

My Wealth Private

Org chart

Teams

Offices